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ASVRX vs JSVZX
ASVRX vs JSVZX Comparison
Open Charts ASVRX vs JSVZX
American Century Small Cap Value R
Price$9.15
Change-$0.53 (-5.48%)
VolumeN/A
Net Assets3.93B
JPMorgan Small Cap Value R2
Price$26.69
Change+$0.95 (+3.69%)
VolumeN/A
Net Assets1.26B
ASVRX vs JSVZX Comparison Chart in %
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ASVRX vs. JSVZX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ASVRX is a Buy and JSVZX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.93B vs. JSVZX (1.26B). ASVRX (0.57) and JSVZX (0.55) have matching dividends . ASVRX was incepted earlier than JSVZX: ASVRX (16 years) vs JSVZX (17 years). JSVZX (1.60) and ASVRX (1.58) have similar cost to investors . JSVZX is a more actively managed with annual turnover of: 72.00 vs. ASVRX (39.00). JSVZX has a lower initial minimum investment than ASVRX: JSVZX (0) vs ASVRX (2500). JSVZX annual gain was more profitable for investors over the last year : 9.91 vs. ASVRX (-10.37). ASVRX return over 5 years is better than : 0.82 vs. JSVZX (0.24).
| ASVRX | JSVZX | ASVRX / JSVZX | |
| Total Expense Ratio | 1.58 | 1.49 | 106% |
| Annual Report Gross Expense Ratio | 1.58 | 1.60 | 99% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 6.643 | 8.761 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 1.26B | 312% |
| Annual Yield % from dividends | 0.57 | 0.55 | 104% |
| Returns for 1 year | -10.37 | 9.91 | -105% |
| Returns for 3 years | -7.17 | 13.23 | -54% |
| Returns for 5 years | 0.82 | 0.24 | 341% |
| Returns for 10 years | 42.38 | 33.63 | 126% |
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